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iShares 0-3 Month Treasury Bond ETF

584 hedge funds and large institutions have $7.96B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 228 increasing their positions, 186 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 54

23% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 186

16% more funds holding

Funds holding: 503584 (+81)

0% more capital invested

Capital invested by funds: $7.95B → $7.96B (+$7.48M)

5.94% less ownership

Funds ownership: 51.04%45.1% (-5.9%)

8% less funds holding in top 10

Funds holding in top 10: 9083 (-7)

Holders
584
Holders Change
+81
Holders Change %
+16.1%
% of All Funds
8.51%
Holding in Top 10
83
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.78%
% of All Funds
1.21%
New
139
Increased
228
Reduced
186
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$863M +$395M +3,936,798 +84%
Bank of America
2
Bank of America
North Carolina
$464M -$109M -1,083,739 -19%
LPL Financial
3
LPL Financial
California
$254M +$31.7M +316,098 +14%
Ameriprise
4
Ameriprise
Minnesota
$173M +$20.4M +202,959 +13%
NP
5
NorthRock Partners
Minnesota
$152M +$97.7M +972,855 +178%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$144M -$3.17M -31,589 -2%
EIC
7
Equity Investment Corp
Georgia
$129M -$959K -9,546 -0.7%
AWM
8
AE Wealth Management
Kansas
$127M -$60.6M -603,047 -32%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$125M +$108M +1,076,704 +649%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$121M -$25.1M -250,422 -17%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$120M +$21.3M +211,666 +22%
UBS Group
12
UBS Group
Switzerland
$117M +$287K +2,855 +0.2%
GAG
13
GM Advisory Group
New York
$111M -$17M -168,984 -13%
RJA
14
Raymond James & Associates
Florida
$111M +$77.9M +775,520 +237%
CIM
15
Confluence Investment Management
Missouri
$99.5M +$99.6M +992,122 New
Cerity Partners
16
Cerity Partners
New York
$93.2M -$94.9M -945,122 -50%
CAN
17
Cetera Advisor Networks
California
$91.5M -$60.4M -601,193 -40%
CAM
18
Cresset Asset Management
Illinois
$89.8M +$15M +149,619 +20%
Osaic Holdings
19
Osaic Holdings
Arizona
$84.7M -$12.5M -124,224 -13%
HI
20
Harper Investing
California
$83.4M +$5.76M +57,365 +7%
JP Morgan Chase
21
JP Morgan Chase
New York
$80.5M +$23.8M +236,894 +42%
WFMPM
22
Woodley Farra Manion Portfolio Management
Indiana
$80.1M -$25.1M -249,981 -24%
ACM
23
Advisors Capital Management
New Jersey
$78.9M +$18.4M +183,438 +30%
TF
24
Trek Financial
Arizona
$78.8M +$29.7M +295,999 +60%
Renaissance Technologies
25
Renaissance Technologies
New York
$78M +$27.8M +276,400 +55%